PWM

Prosperity Wealth Management Portfolio holdings

AUM $300M
1-Year Est. Return 28.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.58M
3
+$1.14M
4
GGLS icon
Direxion Daily GOOGL Bear 1X ETF
GGLS
+$1.11M
5
MRVL icon
Marvell Technology
MRVL
+$1.03M

Top Sells

1
+$2.65M
2
+$2.27M
3
+$1.72M
4
HIBS icon
Direxion Daily S&P 500 High Beta Bear 3X ETF
HIBS
+$1.62M
5
APP icon
Applovin
APP
+$1.39M

Sector Composition

1 Technology 18.81%
2 Consumer Discretionary 6.31%
3 Financials 3.67%
4 Industrials 3.22%
5 Communication Services 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRIM icon
276
Primoris Services
PRIM
$6.79B
– –
-6,350
PYPL icon
277
PayPal
PYPL
$37.8B
– –
-7,295
SMCI icon
278
Super Micro Computer
SMCI
$28.4B
– –
-8,106
SOUN icon
279
SoundHound AI
SOUN
$3.52B
– –
-23,624
SOXS icon
280
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.48B
– –
-11,536
TDOC icon
281
Teladoc Health
TDOC
$1.32B
– –
-36,000
TT icon
282
Trane Technologies
TT
$102B
– –
-487
TTD icon
283
Trade Desk
TTD
$9.92B
– –
-13,999
U icon
284
Unity
U
$12.9B
– –
-8,700
UNG icon
285
United States Natural Gas Fund
UNG
$547M
– –
-23,900
UNH icon
286
UnitedHealth
UNH
$360B
– –
-1,468
VEEV icon
287
Veeva Systems
VEEV
$29B
– –
-2,580
VOT icon
288
Vanguard Mid-Cap Growth ETF
VOT
$19.5B
– –
-1,280
VRTX icon
289
Vertex Pharmaceuticals
VRTX
$112B
– –
-1,757
ZBRA icon
290
Zebra Technologies
ZBRA
$11.8B
– –
-2,000
ULTY icon
291
YieldMax Ultra Option Income Strategy ETF
ULTY
$855M
– –
-10,452
SERV
292
Serve Robotics
SERV
$722M
– –
-42,000
NNE
293
Nano Nuclear Energy
NNE
$1.35B
– –
-8,600
USOY
294
Defiance Oil Enhanced Options Income ETF
USOY
$64.4M
– –
-57,263
LIF
295
Life360
LIF
$3.9B
– –
-7,250
DIPS
296
YieldMax Short NVDA Option Income Strategy ETF
DIPS
$8.85M
– –
-15,028
NEUP
297
Neuphoria Therapeutics
NEUP
$25M
– –
-29,825
WEEK
298
Roundhill Weekly T-Bill ETF
WEEK
$171M
– –
-2,156
WNTR
299
YieldMax MSTR Short Option Income Strategy ETF
WNTR
$76M
– –
-16,527
CRWV
300
CoreWeave Inc
CRWV
$59.2B
– –
-5,400
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